An individual retirement account owner aged 70 ½ or more may be able to withdraw money from the account tax-free and use it to support favorite causes with a qualified charitable distribution (QCD).

Understanding how a qualified charitable distribution (QCD) works is important. Not only could the donation lead to several tax benefits, but the money donated may substantially impact the charity ...

One way to reduce the tax impact of an RMD is by making a Qualified Charitable Distribution (QCD). A QCD is a direct contribution to a qualified 501(c)(3) organization like your church, alma mater, or ...

If you are age 70.5 or older, you can request a Qualified Charitable Contribution (QCD ... to your online account to make your request. The distribution must be sent directly to our office ...

Required Minimum Distribution (RMD) refers to the minimum amount you must withdraw from your retirement accounts once you ...

The majority of adults 73 and older who have to take required minimum distributions (RMDs)-- mandatory annual ... to ensure you have the cash on hand to satisfy the IRS. Make a qualified charitable ...

Retirement is supposed to be about relaxation and enjoying the rewards of your hard work. But before you kick back, there's ...

Saving for retirement in an IRA or 401(k) comes with a big advantage. Any contributions you make are tax deductible in the ...

Charitable giving tools are still available for taxpayers to decrease their taxable income as the future of the TCJA remains in doubt.

Retired clients can put their qualified charitable distributions to work for a small, taxable income stream if they exercise care using charitable gift annuities (CGAs), advisors say.

The platform's new feature addresses a gap in traditional DAF giving, bolstering advisors' ability to do tax-efficient ...

Qualified charitable distributions (QCDs) can help you avoid a tax increase while fulfilling your RMD requirement. The majority of adults 73 and older who have to take required minimum ...